Advisory Services Network’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.22K | Buy |
+11
| New | +$3.53K | ﹤0.01% | 4007 |
|
|
2025
Q4 | – | Sell |
-11
| Closed | -$3.27K | – | 3135 |
|
|
2025
Q3 | $3.27K | Buy |
+11
| New | +$3.59K | ﹤0.01% | 3667 |
|
|
2024
Q1 | – | Sell |
-116
| Closed | -$32.5K | – | 2624 |
|
|
2023
Q4 | $32.5K | Buy |
+116
| New | +$29K | ﹤0.01% | 2255 |
|
|
2023
Q2 | – | Sell |
-178
| Closed | -$37.1K | – | 2604 |
|
|
2023
Q1 | $37.1K | Hold |
178
| – | – | ﹤0.01% | 2186 |
|
|
2022
Q4 | $31.6K | Buy |
+178
| New | +$31.7K | ﹤0.01% | 2207 |
|
|
2022
Q1 | – | Sell |
-954
| Closed | -$219K | – | 1505 |
|
|
2021
Q4 | $219K | Buy |
+954
| New | +$213K | 0.01% | 1262 |
|
|
2021
Q3 | – | Sell |
-178
| Closed | -$31K | – | 2383 |
|
|
2021
Q2 | $31K | Buy |
+178
| New | +$31.3K | ﹤0.01% | 2254 |
|
|
2021
Q1 | – | Sell |
-249
| Closed | -$35K | – | 2308 |
|
|
2020
Q4 | $35K | Hold |
249
| – | – | ﹤0.01% | 1860 |
|
|
2020
Q3 | $27K | Buy |
+249
| New | +$28.2K | ﹤0.01% | 1928 |
|
|
2020
Q2 | – | Sell |
-315
| Closed | -$24K | – | 1960 |
|
|
2020
Q1 | $24K | Hold |
315
| – | – | ﹤0.01% | 1760 |
|
|
2019
Q4 | $33K | Buy |
315
+63
| +25% | +$5.98K | ﹤0.01% | 1729 |
|
|
2019
Q3 | $23K | Hold |
252
| – | – | ﹤0.01% | 1747 |
|
|
2019
Q2 | $23K | Hold |
252
| – | – | ﹤0.01% | 1745 |
|
|
2019
Q1 | $22K | Hold |
252
| – | – | ﹤0.01% | 1574 |
|
|
2018
Q4 | $21K | Sell |
252
-37
| -13% | -$3.46K | ﹤0.01% | 1475 |
|
|
2018
Q3 | $31K | Buy |
+289
| New | +$28.7K | ﹤0.01% | 1416 |
|
Other funds holding KAI
WA
VPM
VCM
